AWM
MPWR icon

AE Wealth Management’s Monolithic Power Systems MPWR Stock Holding History

AE Wealth Management’s Portfolio MPWR Stock Details MPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$728K Sell
527
-5
-0.9% -$7.51K ﹤0.01% 1046
2026
Q1 		$582K Sell
532
-1,035
-66% -$1.13M ﹤0.01% 1034
2025
Q4 		$1.42M Buy
1,567
+350
+29% +$337K 0.01% 704
2025
Q3 		$1.12M Buy
+1,217
New +$987K 0.01% 726
2024
Q4 		– Sell
-222
Closed -$205K – 2150
2024
Q3 		$205K Buy
+222
New +$192K ﹤0.01% 1177
2024
Q1 		– Sell
-747
Closed -$449K – 1674
2023
Q4 		$449K Sell
747
-9
-1% -$4.7K ﹤0.01% 1502
2023
Q3 		$349K Buy
756
+59
+8% +$30.2K ﹤0.01% 1541
2023
Q2 		$377K Buy
+697
New +$331K ﹤0.01% 1517
2022
Q4 		– Sell
-2,132
Closed -$775K – 1879
2022
Q3 		$775K Buy
2,132
+715
+50% +$318K 0.01% 1048
2022
Q2 		$544K Buy
1,417
+172
+14% +$72.7K ﹤0.01% 1155
2022
Q1 		$605K Buy
+1,245
New +$543K ﹤0.01% 1136
2021
Q4 		– Sell
-1,824
Closed -$884K – 1749
2021
Q3 		$884K Sell
1,824
-174
-9% -$79.1K 0.01% 912
2021
Q2 		$746K Buy
+1,998
New +$703K 0.01% 952
2020
Q4 		– Sell
-4,383
Closed -$1.23M – 1397
2020
Q3 		$1.23M Buy
+4,383
New +$1.14M 0.02% 576

Other funds holding MPWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AE Wealth Management's MPWR Position: Q2 2026 in Review

AE Wealth Management reduced its Monolithic Power Systems (MPWR) stake by 0.94% in Q2 2026, selling an estimated $7.51K and leaving 527 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

AE Wealth Management first reported a position in MPWR in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2025. 1,237 funds tracked by Wall St. Rank hold MPWR as of Q2 2026.

  • AE Wealth Management held 527 shares of Monolithic Power Systems worth $728K as of Q2 2026.
  • AE Wealth Management sold 5 Monolithic Power Systems shares in Q2 2026, an estimated $7.51K.
  • Monolithic Power Systems made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1046 holding.
  • AE Wealth Management first reported a position in Monolithic Power Systems in Q3 2020 and has held it in 14 quarters since.
  • AE Wealth Management's Monolithic Power Systems position peaked at $1.42M in Q4 2025.
  • 1,237 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.